FOCUS Wealth Advisors, LLC's ownership history for XLE
FOCUS Wealth Advisors, LLC currently holds 101.2K shares with a market value of $4.5M. It started holding XLE on 2024-09-30. At its peak, it held 101.2K shares on 2025-12-31. Its highest holding value was $4.5M on 2025-12-31. At its lowest, it held 45.0K shares on 2025-03-31, with a value of $3.9M on 2025-06-30. In the recent 180 days, FOCUS Wealth Advisors, LLC has increased its shares by 55.7K. In the recent year, FOCUS Wealth Advisors, LLC has increased its shares by 56.0K.
FOCUS Wealth Advisors, LLC's ownership history for XLE